Wealth & Pension Services Group’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-18,841
Closed -$524K 87
2018
Q2
$524K Buy
+18,841
New +$522K 0.67% 34

Wealth & Pension Services Group's HEFV Position: Q3 2018 in Review

Wealth & Pension Services Group sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q3 2018, closing a stake of 18,841 shares — an estimated $524K sold.

Wealth & Pension Services Group first reported a position in HEFV in Q2 2018 and held it in 1 quarter. The position peaked at $524K in Q2 2018. 0 funds tracked by Wall St. Rank hold HEFV as of Q3 2018.

  • Wealth & Pension Services Group reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 18,841 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q3 2018, an estimated $524K.
  • Wealth & Pension Services Group first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q2 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $524K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q3 2018.

Based on Wealth & Pension Services Group's 13F filing for Q3 2018, filed 14 Nov 2018.